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Job Description
Summary
The Regional Sales Executive I (RSEI) is responsible for first line support of assigned banking center locations. The RSEI will ensure that budgeted production levels are met, client service experience levels are maintained, and operational soundness is achieved. The RSEI provides guidance, training, and direction to banking centers regarding sales, client experience, personnel management, and regulatory compliance. The RSEI also acts as a liaison to the Managing Director Retail Banking and is the corporate contact for any sales / service and performance issues within the branch group.
Responsibilities
- Responsible for oversight of approximately 6 to 9 banking centers, including direct supervision of Banking Center & Business Development Managers and frequent site visits to assigned banking centers. This oversight includes interviewing, hiring, coaching, scheduling, counseling, motivating, training, preparing and delivering performance evaluations, preparing and delivering discipline, and terminating, when appropriate; regular meetings and provides frequent feedback to all associates within region to develop them and provide a career path for all associates whose performance supports promotion. Participates in hiring, training, and coaching all new associates in region and participates in discipline and termination of those associates, when appropriate. Implements succession plan to ensure the development / career path of associates into leadership roles. Ensures Banking Center & Business Development Managers complete performance reviews of their direct reports and provides secondary sign off on those reviews to ensure consistency and fairness.
- The Regional Sales Executive I will work in one of their banking centers daily with the expectation that each banking center will be visited no less frequently than every two weeks.
- Measures and manages sales based on daily / monthly / quarterly / annual budgeted goals.
- Markets bank products to target markets inside and outside the banking center by contacting potential clients, businesses, and community and civic organizations to promote goodwill and generate new business; explaining appropriate bank products to target audience; interviewing clients to obtain information and explain available financial services; cross selling new products to current bank clients.
- Trains and coaches on product knowledge, presentation of products and services, effective marketing, and any applicable operational processes / procedures.
- Ensures client experience is "fast, easy, and personal" consistent with Company client service standards. Resolves escalated client problems, including by working with Client Relations associates to resolve client complaints.
- Actively assists Regional Operations Managers with ensuring that operational expectations are achieved and holds Banking Center & Business Development Managers accountable for operational soundness through regular feedback, performance evaluations, and where necessary, discipline.
- Responsible for knowing, following, and ensuring all banking center associates' adherence to all bank policies and procedures and applicable state and federal laws.
- Promotes ethical environment by modeling integrity and requiring ethical behaviors of all associates.
- Has mastery of all regulatory and compliance issues and holds Banking Center & Business Development Managers accountable for ensuring all compliance and internal audit requirements have been met.
- Protect all client and bank information confidentially and follow all company policies.
- Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
- Other specified duties as assigned.
Benefits
Full‐time associates are eligible for our benefits package:
- Medical
- Dental
- Vision
- 401(k) plan
- Company paid life insurance
- Short and Long-term disability insurance
- Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.